April 2014

Bill Simmons, the sportswriter turned media magnate (ESPN built the Grantland property for him) was profiled by Rob Tannenbaum in Rolling Stone this week. The piece gets at why the sports world occupies such a permanent and prominent place within pop culture: No sportswriter has ever had as much success as Simmons, partly because sports…

361 Capital portfolio manager, Blaine Rollins, CFA, previously manager of the Janus Fund, writes a weekly update looking back on major moves, macro-trends and economic data points. The 361 Capital Weekly Research Briefing summarizes the latest market news along with some interesting facts and a touch of humor. 361 Capital is a provider of alternative…

Sorry. Anyway… Consider this a dispatch from the Death of Momentum™ , now playing out across trading screens all over the world as reality catches up to expectations, while expectations catch up to valuations. Today’s episode: The Death of Twitter meme, which you will no doubt be reading about (and, ironically, tweeting about, throughout the rest…

The Oriental Daily is a Hong Kong newspaper with about 1.7 million daily readers and a circulation of 530,000. I was recently profiled for an article they did about well-known financial bloggers in the US. The trouble is, their website doesn’t have an English version so I can’t figure out if I come off well…

American households are pretty damn near fully invested at this point. They chose to really ramp up exposure after the big gains were made – but of course we know that’s how it will always be. Here’s BlackRock’s chief strategist Russ Koesterich at ETFdb: According to the Fed’s data, the share of household financial assets…

This is a list of risk rules posted on the office wall of a senior investment bank risk manager, sent in from a reader. I really liked it a lot, it has broad applications for all of us. – JB 1. There is no return without risk Rewards go to those who take risk 2. Be…